Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$468,176
+$20,349 QoQ
Shares Held
1,374
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,397
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026COURIER CAPITAL LLC holds $3,028,587 across 3 Insurance - Property & Casualty names. CB ranks #3 (15.5% of the industry book) .
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $468,176 | 1,374 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $447,827 | 1,374 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $425,731 | 1,364 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $384,989 | 1,364 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $389,383 | 1,344 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $405,874 | 1,344 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $398,977 | 1,444 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $416,435 | 1,444 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $380,834 | 1,493 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $395,950 | 1,528 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $361,148 | 1,598 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $349,326 | 1,678 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $323,115 | 1,678 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $341,368 | 1,758 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $387,814 | 1,758 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $319,745 | 1,758 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $345,587 | 1,758 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $376,036 | 1,758 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $339,838 | 1,758 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $304,977 | 1,758 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $279,416 | 1,758 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $277,711 | 1,758 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $270,591 | 1,758 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $204,138 | 1,758 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $222,597 | 1,758 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $204,727 | 1,833 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||